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| SEI Investments (Asia) Limited |
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Profile:
SEI helps banks and private wealth institutions better serve their clients and improve their business success by providing investment processing solutions for the entire spectrum of wealth management processes, including investment management, securities trading, global investment processing, investment accounting and mutual and pooled fund accounting.
Banks that outsource software and computer processing services use SEI's "application services" solution. Other banks now completely outsource their trust and investment operations and use SEI's "business services" solutions. These banks rely on our investment processing technology and entrust us with the actual management and processing of client transactions - often called the "back-office" operations. By relying on our expertise, these banks and trust institutions can improve the quality of services, reduce risk, and achieve operational efficiencies.
SEI helps banks and private wealth institutions better serve their clients and improve their business success by providing investment processing solutions for the entire spectrum of wealth management processes, including investment management, securities trading, global investment processing, investment accounting and mutual and pooled fund accounting.
Banks that outsource software and computer processing services use SEI's "application services" solution. Other banks now completely outsource their trust and investment operations and use SEI's "business services" solutions. These banks rely on our investment processing technology and entrust us with the actual management and processing of client transactions - often called the "back-office" operations. By relying on our expertise, these banks and trust institutions can improve the quality of services, reduce risk, and achieve operational efficiencies.
SEI helps banks and private wealth institutions better serve their clients and improve their business success by providing investment processing solutions for the entire spectrum of wealth management processes, including investment management, securities trading, global investment processing, investment accounting and mutual and pooled fund accounting.
Banks that outsource software and computer processing services use SEI's "application services" solution. Other banks now completely outsource their trust and investment operations and use SEI's "business services" solutions. These banks rely on our investment processing technology and entrust us with the actual management and processing of client transactions - often called the "back-office" operations. By relying on our expertise, these banks and trust institutions can improve the quality of services, reduce risk, and achieve operational efficiencies.
SEI enables independent advisors to serve affluent investors by offering comprehensive investment and wealth advisory services. We also provide a comprehensive platform for operating an advisory business, starting with SEI asset management programs and investment processing services. We help advisors manage and grow their businesses by giving them access to our marketing support programs, business assessment assistance and recommended management practices. By working with SEI, investment advisors can both meet the significant opportunities presented by this market and improve their business success.
SEI provides investment processing and fund processing services to help money managers better operate their business, liberating them to focus on what they do best investment management. SEI supports a full range of investment products including mutual funds, hedge funds, and private equity funds. Investment managers and their investors can benefit from SEI capabilities which integrate fund accounting, fund administration, investor services and into one total operational outsourcing solution. A "manager dashboard" also helps managers oversee their business by creating a single consolidated view of critical decision-making information.
SEI also supports the operations for separately-managed account offerings, one of the fastest growing products in the financial services marketplace. The popularity of separately-managed accounts gives managers an immediate opportunity to grow their assets under management. We enable them to participate more effectively in these programs by taking responsibility for the administration and processing of these accounts.
More than just an asset management firm, or a pension consultant, SEI helps corporations and other retirement plan sponsors manage their entire employee retirement program. SEI offers comprehensive customized solutions that integrate pension finance and corporate finance. These solutions enable retirement plan sponsors to manage their pension plans with a better understanding of their impact on the overall financial health of the organization.
SEI asset management expertise lies at the heart of these solutions. SEI asset allocation strategies offer globally diversified portfolios of investments. We serve as the 'Manager-of-Managers,' selecting style-specific investment managers as sub-advisors to manage these investment portfolios. Monitoring the performance of our managers, we hold them accountable for both investment style continuity and performance.
For endowments and foundations, SEI offers asset management programs, trust services and donor administration programs, all designed to help these charitable organizations forge stronger relationships with their donors and grow their assets.
SEI also offers asset management programs built around our Manager-of-Manager investment philosophy to institutional investors in Europe, South Africa, East Asia, and other global markets.
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History:
In the late 1960s, recognizing the need for faster and better training in lending practices, SEI created the first computer-simulated training technology for loan officers.
In the 1970s, when bank trust departments were still largely functioning as a “paper and pencil” business, SEI transformed the industry by creating a completely automated trust accounting system. Today, based on continued evolution, Trust 3000® remains the industry standard in automated trust technology.
In the 1980s, SEI helped change the way people look at investing with a pioneering role in applying modern portfolio theory through comprehensive asset allocation models — a process that now is an investment cornerstone.
In the 1990s, SEI led the development of a fee-based operating platform for independent advisors, further transforming the marketplace by aligning advisors’ business interests with their clients’ investment success. SEI was also among the first companies to offer the Manager-of-Managers concept to both institutional and individual investors.
In the 2000s, SEI introduced: (1) a pension management program that fully integrates the pension decision into corporate finance, enabling the CFO to more fully address how pensions impact the company’s financial position; (2) a complete life and wealth approach for affluent families who are demanding a holistic, life-goals-based, wealth management experience; and (3) an all-encompassing infrastructure for investment managers called Total Operational Outsourcing that provides seamless, integrated control of all operations.
Today, for private banks and trust companies around the world, SEI has introduced Global Wealth Services. This set of solutions enables banks to transition from a traditional account-based service to a customer-centric model, providing a new foundation for holistic advice, with full integration of administration, workflow and support in a genuine real-time environment. |
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